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Broadcom (AVGO) Soars on $10B AI Chip Order, Squeezes Nvidia (NVDA) | Reuters | Login to see the signal | |
Broadcom shares rally as $10 billion chip deal shows AI strategy paying offSummaryBroadcom revealed a $10 billion AI chip order from a new customer, likely OpenAI, driving shares higher and signaling growing competition to pricier Nvidia chips while boosting Broadcom's AI revenue outlook. |
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NVIDIA (NVDA) Soars on Q2 Earnings Beat as AI Data Center Demand Surges | Zacks | Login to see the signal | |
Should You Buy, Sell or Hold NVIDIA Stock Post Strong Q2 Earnings?SummaryNVIDIA posted $46.74B in Q2 fiscal 2026 revenue (+56% YoY) driven by record data center sales, strong margins, robust cash flow and buybacks, while guidance remains strong despite elevated valuation. |
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Nvidia (NVDA) Dips After Narrow Data-Center Guidance Miss Despite Blockbuster Quarter | Zacks | Login to see the signal | |
Buy This Top AI Stock Down 20% After Nvidia Confirms AI BoomSummaryMicron raised guidance and is rated a strong buy as AI-driven memory demand grows; Nvidia delivered record quarter but dipped after narrowly missing AI data-center revenue guidance, keeping the long-term AI thesis intact. |
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